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Established Member

Missing transactions from direct bank feeds

Every so often the direct feed will miss a days worth of transactions for one account while also bringing all but one or two transactions in another account. This is playing havoc with balances and reconciliations. How do I fix this?

2 Comments
QuickBooks Team

Re: Missing transactions from direct bank feeds

I appreciate your time bringing this concern to our attention, julieh2,

 

I understand the inconvenience that this may have caused you. Occasionally, this can happen if there are connection faults with the bank account during the periods or potential background issues with the bank during the download times.

 

Once the transactions have been processed by the bank, these are sent to QuickBooks the following weeknight. The transactions are sent nightly, from Monday to Friday.

 

To help us resolve the problem, we can perform manual refresh into your bank account. Here’s what you’ll need to do:

  1. Click Banking from the left menu.
  2. Click the Update button from the upper right hand.

Once done, kindly repeat the same steps for at least 3 times and another in the next 24 hours to allow the bank to regain its connection.

 

If the transactions are still not posted into your register after completing the steps above, I invite you contacting QuickBooks Customer Care support for them to further check your account and determine what caused the problem.

 

To reach them, here’s how:

  1. Click this link https://help.quickbooks.intuit.com/en_AU/contact.
  2. Choose the QuickBooks Product.
  3. On the Contact Us page, select a topic.
  4. Click on Get Phone Number button to see the support number.

If there's anything else you need help with concering your transactions, please feel free to visit us again. Have a great day!

Established Member

Re: Missing transactions from direct bank feeds

Hi there MiriamM,

 

Many thanks for your reply - I will certainly be taking your advice when it happens again. I am really grateful for your response as I now understand much better how this works!

Thanks again.

Cheers,

Julie